01827 219540

sales@mtservices.co.uk

Emailing documents

Sales & Purchase documents can be defaulted to be sent directly to customers or suppliers. They include: statements, quotes, proformas, orders, delivery notes, invoices, remittances and purchase orders.

Action Required:-

 

Within sales/purchase terms, you can specify which documents you want to email (remember you must have valid email addresses for account & order contacts).

The email templates can be customised by using the “E-mail profiles” located in within administration maintenance.